Filed: 11/6/2025ACC: 0001080351-25-000007
📋 What this filing means
MITCHELL CAPITAL MANAGEMENT CO filed this quarterly 13F‑HR report disclosing 126 equity positions with a total reported market value of $584.15M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
126
Positions
$584.15M
Total AUM (reported)
3.24M
Total Shares
Allocation by class
COM$584.15M100.0%
Portfolio Concentration
Top 3$123.93M21.2%
4–10$127.81M21.9%
11–25$113.81M19.5%
Rest$218.60M37.4%
Top 3 weight
21.2%
Top 10 weight
43.1%
Voting Authority Distribution
Total shares with voting rights: 3.24M
Sole
Full voting authority
3.24M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole126
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings126
Rows:
Nvidia Corp
SOLEShares290.51K
TypeSH
Market value$54.20M
9.28%
Sole
290.51K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares74.87K
TypeSH
Market value$38.78M
6.64%
Sole
74.87K
Shared
0.00
None
0.00
Apple Inc
SOLEShares121.55K
TypeSH
Market value$30.95M
5.30%
Sole
121.55K
Shared
0.00
None
0.00
Alphabet Inc CL C
SOLEShares102.19K
TypeSH
Market value$24.89M
4.26%
Sole
102.19K
Shared
0.00
None
0.00
Broadcom LTD
SOLEShares69.73K
TypeSH
Market value$23.00M
3.94%
Sole
69.73K
Shared
0.00
None
0.00
Meta Platforms Inc.
SOLEShares26.42K
TypeSH
Market value$19.40M
3.32%
Sole
26.42K
Shared
0.00
None
0.00
Amazon.com Inc
SOLEShares88.37K
TypeSH
Market value$19.40M
3.32%
Sole
88.37K
Shared
0.00
None
0.00
JP Morgan Chase
SOLEShares60.86K
TypeSH
Market value$19.20M
3.29%
Sole
60.86K
Shared
0.00
None
0.00
Berkshire Hathaway
SOLEShares22.67K
TypeSH
Market value$11.40M
1.95%
Sole
22.67K
Shared
0.00
None
0.00
Visa Inc
SOLEShares30.80K
TypeSH
Market value$10.51M
1.80%
Sole
30.80K
Shared
0.00
None
0.00
Wal-Mart Stores
SOLEShares94.09K
TypeSH
Market value$9.70M
1.66%
Sole
94.09K
Shared
0.00
None
0.00
Goldman Sachs Group, Inc.
SOLEShares11.01K
TypeSH
Market value$8.77M
1.50%
Sole
11.01K
Shared
0.00
None
0.00
Mastercard Inc-Cl A
SOLEShares15.15K
TypeSH
Market value$8.62M
1.48%
Sole
15.15K
Shared
0.00
None
0.00
Crowdstrike Holdings Inc.
SOLEShares17.39K
TypeSH
Market value$8.53M
1.46%
Sole
17.39K
Shared
0.00
None
0.00
Taiwan Semiconductor Mfg
SOLEShares29.56K
TypeSH
Market value$8.25M
1.41%
Sole
29.56K
Shared
0.00
None
0.00
Palantir Technologies Inc-A
SOLEShares45.02K
TypeSH
Market value$8.21M
1.41%
Sole
45.02K
Shared
0.00
None
0.00
Arista Networks Inc.
SOLEShares51.76K
TypeSH
Market value$7.54M
1.29%
Sole
51.76K
Shared
0.00
None
0.00
Netflix
SOLEShares5.90K
TypeSH
Market value$7.07M
1.21%
Sole
5.90K
Shared
0.00
None
0.00
HCA Healthcare Inc.
SOLEShares16.53K
TypeSH
Market value$7.05M
1.21%
Sole
16.53K
Shared
0.00
None
0.00
O'Reilly Automotive
SOLEShares63.90K
TypeSH
Market value$6.89M
1.18%
Sole
63.90K
Shared
0.00
None
0.00
Vertiv Holdings Co A
SOLEShares44.72K
TypeSH
Market value$6.75M
1.15%
Sole
44.72K
Shared
0.00
None
0.00
Martin Marietta
SOLEShares10.62K
TypeSH
Market value$6.70M
1.15%
Sole
10.62K
Shared
0.00
None
0.00
Dell Technologies Inc.
SOLEShares47.13K
TypeSH
Market value$6.68M
1.14%
Sole
47.13K
Shared
0.00
None
0.00
Emcor Group Inc
SOLEShares10.25K
TypeSH
Market value$6.66M
1.14%
Sole
10.25K
Shared
0.00
None
0.00
Home Depot
SOLEShares15.80K
TypeSH
Market value$6.40M
1.10%
Sole
15.80K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Nvidia CorpSOLE | COM | 290.51K | SH | $54.20M 9.28% | 290.51K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 74.87K | SH | $38.78M 6.64% | 74.87K | 0.00 | 0.00 |
Apple IncSOLE | COM | 121.55K | SH | $30.95M 5.30% | 121.55K | 0.00 | 0.00 |
Alphabet Inc CL CSOLE | COM | 102.19K | SH | $24.89M 4.26% | 102.19K | 0.00 | 0.00 |
Broadcom LTDSOLE | COM | 69.73K | SH | $23.00M 3.94% | 69.73K | 0.00 | 0.00 |
Meta Platforms Inc.SOLE | COM | 26.42K | SH | $19.40M 3.32% | 26.42K | 0.00 | 0.00 |
Amazon.com IncSOLE | COM | 88.37K | SH | $19.40M 3.32% | 88.37K | 0.00 | 0.00 |
JP Morgan ChaseSOLE | COM | 60.86K | SH | $19.20M 3.29% | 60.86K | 0.00 | 0.00 |
Berkshire HathawaySOLE | COM | 22.67K | SH | $11.40M 1.95% | 22.67K | 0.00 | 0.00 |
Visa IncSOLE | COM | 30.80K | SH | $10.51M 1.80% | 30.80K | 0.00 | 0.00 |
Wal-Mart StoresSOLE | COM | 94.09K | SH | $9.70M 1.66% | 94.09K | 0.00 | 0.00 |
Goldman Sachs Group, Inc.SOLE | COM | 11.01K | SH | $8.77M 1.50% | 11.01K | 0.00 | 0.00 |
Mastercard Inc-Cl ASOLE | COM | 15.15K | SH | $8.62M 1.48% | 15.15K | 0.00 | 0.00 |
Crowdstrike Holdings Inc.SOLE | COM | 17.39K | SH | $8.53M 1.46% | 17.39K | 0.00 | 0.00 |
Taiwan Semiconductor MfgSOLE | COM | 29.56K | SH | $8.25M 1.41% | 29.56K | 0.00 | 0.00 |
Palantir Technologies Inc-ASOLE | COM | 45.02K | SH | $8.21M 1.41% | 45.02K | 0.00 | 0.00 |
Arista Networks Inc.SOLE | COM | 51.76K | SH | $7.54M 1.29% | 51.76K | 0.00 | 0.00 |
NetflixSOLE | COM | 5.90K | SH | $7.07M 1.21% | 5.90K | 0.00 | 0.00 |
HCA Healthcare Inc.SOLE | COM | 16.53K | SH | $7.05M 1.21% | 16.53K | 0.00 | 0.00 |
O'Reilly AutomotiveSOLE | COM | 63.90K | SH | $6.89M 1.18% | 63.90K | 0.00 | 0.00 |
Vertiv Holdings Co ASOLE | COM | 44.72K | SH | $6.75M 1.15% | 44.72K | 0.00 | 0.00 |
Martin MariettaSOLE | COM | 10.62K | SH | $6.70M 1.15% | 10.62K | 0.00 | 0.00 |
Dell Technologies Inc.SOLE | COM | 47.13K | SH | $6.68M 1.14% | 47.13K | 0.00 | 0.00 |
Emcor Group IncSOLE | COM | 10.25K | SH | $6.66M 1.14% | 10.25K | 0.00 | 0.00 |
Home DepotSOLE | COM | 15.80K | SH | $6.40M 1.10% | 15.80K | 0.00 | 0.00 |
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